ORLANDO HEALTH FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ORLANDO HEALTH FOUNDATION INC (EIN 59-2244943)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-07-12
- IRS object ID
- 201801939349301035
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-12T16:03:04-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592244943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando Health Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER MILLER | InCareOfNm |
| Business Name Control | ORLA | BusinessNameControlTxt |
| Phone | 4078415194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 Southgate Commerce Blvd Suite | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Miller | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4078415194 | PhoneNum |
| Signature | 2018-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KUCZYNSKI | PreparerPersonNm |
| PTIN | P01226533 | PTIN |
| Phone | 4048748300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN W BOZARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 SOUTHGATE COMMERCE BLVD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,493,183 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.orlandohealthfoundation.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL MAJOR AND PLANNED GIFT FUNDRAISING EFFORTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,009,897 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,190,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,146,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,178,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,542 | PYOtherRevenueAmt |
| CY Other Revenue | -$135,812 | CYOtherRevenueAmt |
| PY Total Revenue | $18,830,783 | PYTotalRevenueAmt |
| CY Total Revenue | $15,233,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,226,289 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,232,074 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $428,728 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $406,489 | PYOtherExpensesAmt |
| CY Other Expenses | $623,083 | CYOtherExpensesAmt |
| PY Total Expenses | $10,632,778 | PYTotalExpensesAmt |
| CY Total Expenses | $7,855,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,198,005 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,378,028 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,167,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,771,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,952,576 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,753,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $120,215,365 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $133,018,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ORLANDO HEALTH FOUNDATION IS TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL, MAJOR AND PLANNED GIFT FUND RAISING EFFORTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,232,074 | ExpenseAmt |
| Grant | $7,232,074 | GrantAmt |
| Desc | Since 1918, Orlando Health has remained committed to its mission to improve the health and quality of life of the individuals and communities it serves. Orlando Health is a $3.8 billion not-for-profit healthcare organization with more than 2,000 beds serving Central Florida and beyond. Consisting of eight wholly-owned or affiliated hospitals and rehabilitation centers, Orlando Health has the areas only Level One Trauma Centers for adults and pediatrics, and is a statutory teaching hospital system that offers both specialty and community hospitals. They are: Orlando Regional Medical Center; Dr. P. Phillips Hospital; South Seminole Hospital; Health Central Hospital; the Arnold Palmer Medical Center, which consists of Arnold Palmer Hospital for Children and Winnie Palmer Hospital for Women & Babies; and affiliates, South Lake Hospital and St. Cloud Regional Medical Center. Areas of clinical excellence are heart and vascular, cancer care, neurosciences, surgery, pediatric specialties, neonatology and womens health. The organization includes Orlando Health Physician Group and Orlando Health Physician Associates, two of the regions largest multi-specialty practices; a renowned cancer center Orlando Health UF Health Cancer Center (with locations in downtown Orlando, the Dr. Phillips community in southwest Orlando, Lake Mary, Ocoee and Clermont); ownership in four outpatient surgery centers; 12 wholly-owned, affiliated or partnership urgent care centers; and a majority interest in an entity operating six outpatient imaging centers. More than 2,000 physicians have privileges across the Orlando Health system, which is also one of the areas largest employers with more than 17,000 employees who support our philosophy of providing high-quality care and service that revolves around patients needs. We prove this everyday with nearly 155,000 inpatient admissions, more than 600,000 outpatient visits and more than 10,000 international patients each year. Additionally, Orlando Health provides more than $362 million in support of community health needs. More information can be found at http://www.orlandohealth.com. The Orlando Health Foundation is the philanthropic heart of Orlando Healths hospitals and medical programs. Created in 1982 to help build Arnold Palmer Hospital, the Foundation has since been instrumental in raising funds for many of our facilities including the construction of the Cancer Center; Winnie Palmer Hospital; two hospitality homes: Hubbard House and the Cynthia C. & William E. Perry Pavilion; The Howard Phillips Center for Children & Families, a part of Arnold Palmer Hospital; the Haley Center for Childrens Cancer and Blood Disorders at Arnold Palmer Hospital, the Marjorie and Leonard Williams Center for Proton Therapy at the Cancer Center, and ORMCs new patient tower and expansion of the Level One Trauma Center and Emergency Department. Philanthropic funding also provides vital support for programs and services and the acquisition of life-saving equipment. As a major metropolitan city in one of the most rapidly growing regions in the country, Orlandos need for high-quality healthcare will only continue to grow. As Orlando Health celebrates its centennial, and prepares to continue its tradition of providing the highest level of medical excellence to the community in the next 100 years, the Orlando Health Foundation is working to secure philanthropic support, which is critical to the successful expansion of facilities and inpatient and outpatient services, development of promising new programs, acquisition of leading-edge technology, and recruitment of high-caliber physicians, nurses and clinical staff. Value to the Community $362,622,006 during FY 2017 By offering the best quality of care, responding to community needs and concentrating resources in areas that truly make a difference, Orlando Health maintains a rich tradition of providing benefit to the community. Our community benefit effort is a measured approach to meeting identified community health needs, particularly in the vulnerable, uninsured and underserved communities. As a not-for-profit, community-based organization, Orlando Health is dedicated to improving the health and well-being of the people we serve. In fiscal year 2017 Orlando Health provided $87,577,887 in charity care. Additionally, $76,152,692 was provided in community benefit programs and services and $80,929,381 in Medicaid and other means-tested programs shortfalls. As a designated teaching hospital in Central Florida and the institutional sponsor of seven residency and 19 fellowship programs, Orlando Health continually addresses current and future healthcare workforce needs to ensure the continuous delivery of quality patient care. Philanthropy has never played a more important role in furthering our mission to improve the health and quality of life of the individuals and communities we serve. For more information about how you can help, please contact the Orlando Health Foundation at 407-841-5194 or visit orlandohealthfoundation.com. | Desc |
| Total Program Service Expenses | $7,232,074 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER MILLER | PersonNm |
| Phone | 4078415194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3160 SOUTHGATE COMMERCE BLVD STE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Annette Ford | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Arnold Evans | ||||||||
| Board Member (UNTIL 5/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William E Perry | ||||||||
| Board Member (Eff 4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Bozard | ||||||||
| President OH Foundation | 30.0 | 25.0 | Yes (X) | $402,635 | $402,635 | $47,662 | Yes (X) | |
| Brad Busbin | ||||||||
| Board Member (4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Britta Hooker | ||||||||
| Board Member (Eff 4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bryce West | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia C Perry | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dean Sider MD | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $1,100 | $0 | ||
| Gregor Alexander MD | ||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Jamal Hakim MD | ||||||||
| Board Member | 2.0 | 63.0 | Yes (X) | $0 | $1,158,180 | $129,224 | ||
| Helen Cairns | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Helen Leon | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Hillenmeyer | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James P Caruso | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jess Bailes | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joanne Kostantinidis | ||||||||
| Board Member (Eff 4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Justin Melnick | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathy Johnson | ||||||||
| Board Member, Secretary | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Kenneth M Clayton | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth M Smith | ||||||||
| Board Member (UNTIL 5/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kerry Griffis | ||||||||
| Board Member (Eff 4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lee Heard | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M Kathryn Garrett MD | ||||||||
| Board Member, Chairman | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Megan Morris | ||||||||
| Board Member (4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter Fox | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Philip W Rich | ||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Phillips A Easterling | ||||||||
| Board Member, Treasurer | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| R Brock Kelsey | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rafael E Martinez | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ralph Veerman | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard T Hurt | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard T McCree Sr | ||||||||
| Board Member, Vice Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert N Serros MD | ||||||||
| Board Member (Until 11/16) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sheryl Meitin | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sibille Pritchard | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Simon Bailey | ||||||||
| Board Member (Eff 4/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Strong | ||||||||
| Board Member | 5.0 | 55.0 | Yes (X) | $0 | $1,702,797 | $269,183 | ||
| Sudhir Bhaskar MD | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bill Dillard | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Brian Bowen | ||||||||
| Board Member (Eff 8/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathy Gilchrist | ||||||||
| Board Member (Eff 8/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Diane O'Dell | ||||||||
| Board Member (Eff 8/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jim Phillips | ||||||||
| Board Member (Eff 8/17) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Amy Saunders | ||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Warden | ||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher L Miller | ||||||||
| Dir, Fin & CFO, Foundation | 55.0 | 0.0 | $153,173 | $0 | $22,866 | Yes (X) | ||
| Karen Thornton Jensen | ||||||||
| VP & COO, OHF | 55.0 | 0.0 | $290,873 | $0 | $15,588 | Yes (X) | ||
| Zachary James Kallenbach | ||||||||
| Foundation VP, APMC | 55.0 | 2.0 | $163,595 | $0 | $40,583 | Yes (X) | ||
| Matthew J Lilly | ||||||||
| Foundation VP, Planned Gifts | 55.0 | 0.0 | $160,228 | $0 | $40,727 | Yes (X) | ||
| Janet C Morrow | ||||||||
| Foundation VP, Planned Gifts | 55.0 | 0.0 | $194,446 | $0 | $41,395 | Yes (X) | ||
| JEREMY DRASHMAN GAMBLE | ||||||||
| FOUNDATION VP, ORMC | 55.0 | 0.0 | $173,805 | $0 | $24,663 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,538,755 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,264,712 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $631,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PUSH INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ERNESTINE ST | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MARKETING SERVICES | ServicesDesc |
| Compensation | $125,482 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $977,885 | FundraisingAmt |
| Related Organizations | $1,565,501 | RelatedOrganizationsAmt |
| Government Grants | $145,869 | GovernmentGrantsAmt |
| All Other Contributions | $8,501,697 | AllOtherContributionsAmt |
| Noncash Contributions | $435,481 | NoncashContributionsAmt |
| Total Contributions | $11,190,952 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,736,534 | TotalRevenueColumnAmt |
| Exclusion | $1,736,534 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,226,948 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,785,437 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,441,511 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,441,511 | TotalRevenueColumnAmt |
| Exclusion | $2,441,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $338,749 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $977,885 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $474,561 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$135,812 | TotalRevenueColumnAmt |
| Exclusion | -$135,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,233,185 | TotalRevenueColumnAmt |
| Exclusion | $4,042,233 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,232,074 | TotalAmt |
| Program Services | $7,232,074 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,037 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $176,037 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $6,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,841 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $73,841 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,684 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,684 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,003 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $18,003 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,603 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $39,603 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,634 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,634 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING SUPPLIES | Desc |
| Total | $290,781 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $290,781 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,855,157 | TotalAmt |
| Program Services | $7,232,074 | ProgramServicesAmt |
| Management And General | $194,355 | ManagementAndGeneralAmt |
| Fundraising | $428,728 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,052,809 | BOYAmt |
| EOY | $10,923,940 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,682,970 | BOYAmt |
| EOY | $15,783,335 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,619 | BOYAmt |
| EOY | $128,471 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $172,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,500 | BOYAmt |
| EOY | $172,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,956,767 | BOYAmt |
| EOY | $107,651,336 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,169,276 | BOYAmt |
| EOY | $9,112,407 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,167,941 | BOYAmt |
| EOY | $143,771,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,857 | BOYAmt |
| EOY | $87,925 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,730,719 | BOYAmt |
| EOY | $10,665,807 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,952,576 | BOYAmt |
| EOY | $10,753,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,882,952 | BOYAmt |
| EOY | $25,802,310 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,834,983 | BOYAmt |
| EOY | $105,832,690 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,497,430 | BOYAmt |
| EOY | $1,383,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,215,365 | BOYAmt |
| EOY | $133,018,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,167,941 | BOYAmt |
| EOY | $143,771,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,378,028 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,342,953 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $81,911 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,723,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,923,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,406,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,009,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,190,952 | CurrentTaxYearAmt |
| Total | $75,254,822 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,723,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,923,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,406,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,009,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,190,952 | CurrentTaxYearAmt |
| Total | $75,254,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,884,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $67,370,450 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,361,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,787,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,358,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,736,534 | CurrentTaxYearAmt |
| Total | $7,543,198 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $776,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $383,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $338,749 | CurrentTaxYearAmt |
| Total | $3,032,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $85,830,107 | TotalSupportAmt |
| Public Support CY170 | 0.78493 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78401 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Income | FormAndLineReferenceDesc |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,619,158 | BeginningYearBalanceAmt |
| Contributions | $1,613,711 | ContributionsAmt |
| Investment Earnings Or Losses | $3,711,904 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $42,423 | AdministrativeExpensesAmt |
| End Year Balance | $38,902,350 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,906,759 | BeginningYearBalanceAmt |
| Contributions | $2,352,299 | ContributionsAmt |
| Investment Earnings Or Losses | $1,400,134 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $40,034 | AdministrativeExpensesAmt |
| End Year Balance | $33,619,158 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,208,332 | BeginningYearBalanceAmt |
| Contributions | $943,765 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,166,077 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $79,261 | AdministrativeExpensesAmt |
| End Year Balance | $29,906,759 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,638,618 | BeginningYearBalanceAmt |
| Contributions | $5,087 | ContributionsAmt |
| Investment Earnings Or Losses | $2,673,171 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $108,544 | AdministrativeExpensesAmt |
| End Year Balance | $30,208,332 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,682,470 | BeginningYearBalanceAmt |
| Contributions | $308,994 | ContributionsAmt |
| Investment Earnings Or Losses | $3,733,304 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $86,150 | AdministrativeExpensesAmt |
| End Year Balance | $27,638,618 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.96440 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $172,500 | InvestmentCostOrOtherBasisAmt |
| Book Value | $172,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $172,500 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS - SPLIT-INT AGREE. | $7,188,013 |
| CASH SURR. VALUE - LIFE INSUR. | $1,924,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,112,407 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIAB. UNDER CHAR. TRUST AGREE. | $2,052,281 |
| AMOUNTS DUE TO AFFILIATES | $7,243,138 |
| REFUNDABLE ADV - SPLIT-INT AGREE. | $1,370,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,665,807 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | ENDOWMENT FUNDS ARE RESTRICTED AS TO PURPOSE, TIME OR BOTH IN ACCORDANCE WITH DONOR SPECIFICATIONS MADE AT TIME OF CONTRIBUTIONS. ORLANDO HEALTH FOUNDATION TREATS ENDOWMENT FUND PRINCIPAL AS RESTRICTED AND UTILIZES THE NET EARNINGS ON ENDOWMENT MONIES FOR PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN ACCORDANCE WITH DONOR SPECIFICATIONS. |
| SCHEDULE D, PART X, LINE 2 | FASB ASC Topic 740, Income Taxes, prescribes the accounting for uncertainty in income tax positions recognized in the financial statements. ASC Topic 740 provides guidance and measurement of a tax position taken or expected to be taken in a tax return. There were no material uncertain tax positions as of September 30, 2017 and 2016. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING SWIRL | Event1Nm |
| Gross Receipts Event1 | $257,806 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $208,193 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,613 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,053 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,457 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,125 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK FOR WINNIE | Event2Nm |
| Gross Receipts Event2 | $295,568 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $290,118 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,450 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,175 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $25,793 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,901 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,612 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $16,740 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $763,260 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $479,574 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $283,686 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $37,415 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $117,778 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $95,334 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,781 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $92,897 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,316,634 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $977,885 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $338,749 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $42,590 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $151,071 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $149,288 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,850 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $123,762 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $474,561 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$135,812 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC | |||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 591726273 | 501(c)(3) | $7,203,502 | PROGRAM SERVICE PROGRAM SERVICE |
| ORLANDO HEALTH CENTRAL INC | |||||||
| 10000 WEST COLONIAL DRIVE | OCOEE | FL | 34761 | 800764192 | 501(c)(3) | $28,572 | Program service |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | ORLANDO HEALTH FOUNDATION IS FORMED FOR THE SOLE PURPOSE OF SUPPORTING PROGRAM AND CAPITAL NEEDS OF ORLANDO HEALTH, INC. AND AFFILIATES IN SUPPORT OF THEIR MISSION TO ENHANCE THE QUALITY OF LIFE OF THE INDIVIDUALS IN THE COMMUNITIES SERVED. CONTRIBUTIONS ARE USED IN ACCORDANCE WITH APPLICABLE DONOR SPECIFICATIONS IN SUPPORT OF THAT MISSION OF COMMUNITY BENEFIT. ORLANDO HEALTH FOUNDATION MAKES GRANTS SOLELY TO ORLANDO HEALTH, INC. AND ITS TAX-EXEMPT AFFILIATES, ALL OF WHICH ARE EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Bozard | ||||||||||||||
| President OH Foundation | $239,832 | $239,832 | $120,168 | $120,168 | $42,635 | $42,635 | $15,450 | $15,450 | $8,381 | $8,381 | $426,466 | $426,466 | ||
| Jamal Hakim MD | ||||||||||||||
| Board Member | $707,787 | $352,850 | $97,543 | $129,224 | $0 | $1,287,404 | $92,947 | |||||||
| Karen Thornton Jensen | ||||||||||||||
| VP & COO, OHF | $230,515 | $39,440 | $20,918 | $7,956 | $7,632 | $306,461 | $19,468 | |||||||
| Zachary James Kallenbach | ||||||||||||||
| Foundation VP, APMC | $131,003 | $23,608 | $8,984 | $16,689 | $23,894 | $204,178 | $8,876 | |||||||
| Matthew J Lilly | ||||||||||||||
| Foundation VP, Planned Gifts | $132,962 | $23,829 | $3,437 | $16,625 | $24,102 | $200,955 | $3,337 | |||||||
| Christopher L Miller | ||||||||||||||
| Dir, Fin & CFO, Foundation | $130,767 | $22,177 | $229 | $14,984 | $7,882 | $176,039 | ||||||||
| Janet C Morrow | ||||||||||||||
| Foundation VP, Planned Gifts | $165,207 | $29,014 | $225 | $18,684 | $22,711 | $235,841 | ||||||||
| David Strong | ||||||||||||||
| Board Member | $988,698 | $712,167 | $1,932 | $242,500 | $26,683 | $1,971,980 | ||||||||
| JEREMY DRASHMAN GAMBLE | ||||||||||||||
| FOUNDATION VP, ORMC | $139,432 | $0 | $23,929 | $0 | $10,444 | $0 | $16,946 | $0 | $7,717 | $0 | $198,468 | $0 | $0 | $10,316 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | ORLANDO HEALTH, INC. IS A COMMON PAYMASTER AND COMMON PAY AGENT FOR ORLANDO CANCER CENTER, INC. (EIN: 59-3005020), ORLANDO HEALTH PHYSICIAN GROUP, INC. (EIN: 59-3259553), ORLANDO HEALTH FOUNDATION, INC. (EIN: 59-2244943), AND ORLANDO PHYSICIANS NETWORK, INC. (EIN: 59-3110868) AND THEIR EMPLOYEES ARE INCLUDED ON THE ORLANDO HEALTH, INC. 941. THE ORLANDO HEALTH, INC. INDEPENDENT COMPENSATION COMMITTEE APPROVES ALL OFFICER COMPENSATION ARRANGEMENTS, WHICH REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND FOLLOWS IRS GUIDELINES. |
| SCHEDULE J, PART I, LINE 4B | Supplemental Nonqualified Retirement Plan The following individuals participated in a supplemental qualified retirement plan, which included the following deposits during calendar year 2016 that were previously deferred. Deferral Deposits: JAMAL A. HAKIM $117,962 DAVID W. STRONG $231,238 JOHN W. BOZARD $ 19,638 CHRISTOPHER L. MILLER $ 8,750 JANET C. MORROW $ 10,780 JEREMY D. GAMBLE $ 9,590 ZACHARY J. KALLENBACH $ 9,380 MATTHEW J. LILLY $ 9,450 DEFERRAL DISTRIBUTIONS: JAMAL A. HAKIM $ 92,947 KAREN T. JENSEN $ 19,468 JEREMY D. GAMBLE $ 10,316 ZACHARY J. KALLENBACH $ 8,876 MATTHEW J. LILLY $ 3,337 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,219 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $163,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,290 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES/FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 60 | ContributionCnt |
| Noncash Contributions Rpt F990 | $78,386 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | APPLIANCES & EQUIP | 6 | $19,186 | COST/SELLING PRICE |
| Yes (X) | MEDICAL SUPPLIES | 9 | $43,585 | COST/SELLING PRICE |
| Yes (X) | THEME PARK/RESORT | 44 | $71,474 | COST/SELLING PRICE |
| Yes (X) | Misc Office Supplies | 69 | $30,092 | COST/SELLING PRICE |
| Yes (X) | Tent Services | 9 | $23,249 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | THERE SHALL BE AN EXECUTIVE COMMITTEE WHICH SHALL HAVE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS WITH RESPECT TO THE OPERATION OF THE CORPORATION IN THE NORMAL COURSE OF ITS BUSINESS. THIS SHALL INCLUDE THE INVESTMENT AND REINVESTMENT OF THE CORPORATIONS FUNDS (IN ACCORDANCE WITH THE ORLANDO HEALTH, INC. BOARD OF DIRECTORS INVESTMENT SUBCOMMITTEE CHARTER) AND THE DISPOSAL OF PROPERTY DONATED TO THE FOUNDATION FOR PHILANTHROPIC PURPOSES. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE SELF-GOVERNANCE ACTIVITIES OF THE CORPORATION AND FOR ANY CORRECTIVE ACTIONS REGARDING DIRECTOR EFFECTIVENESS. IN ADDITION, IT SHALL HAVE SUCH AUTHORITY WITH RESPECT TO EXTRAORDINARY TRANSACTIONS AS THE BOARD OF DIRECTORS MAY, BY RESOLUTION, DELEGATE TO IT. THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ESTABLISH, APPOINT AND ELIMINATE OTHER BOARD COMMITTEES AS NEEDED TO MEET THE NEEDS OF THE CORPORATION. HOWEVER, UNLESS EXPRESSLY DELEGATED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL NOT HAVE AUTHORITY: TO ELECT, APPOINT, OR REMOVE ANY DIRECTOR, OFFICER OR MEMBER OF THE CORPORATION; TO AMEND THE ARTICLES OF INCORPORATION; TO ADOPT A PLAN OF MERGER OR CONSOLIDATION; TO AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF THE PROPERTY OR ASSETS OF THE CORPORATION; TO AUTHORIZE DISSOLUTION OR LIQUIDATION OF THE CORPORATION; TO ADOPT A PLAN OF DISTRIBUTION OF THE ASSETS OF THE CORPORATION; OR TO AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 2 | DESCRIPTION OF RELATIONSHIPS. JAMAL HAKIM AND KATHRYN GARRETT HAD A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF FOR PROFIT COMPANIES WHOLLY OWNED BY ORLANDO HEALTH, INC. |
| FORM 990, PART VI, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS. THE SOLE VOTING MEMBER OF THE CORPORATION AS PROVIDED IN THE ARTICLES OF INCORPORATION IS ORLANDO HEALTH, INC., AS LONG AS IT QUALIFIES FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, LINE 7A | DESCRIPTION OF CLASS OF PERSONS AND THE NATURE OF THEIR RIGHTS. ORLANDO HEALTH, INC., AS THE SOLE VOTING MEMBER OF ORLANDO HEALTH FOUNDATION, INC., SHALL APPOINT THE PERSONS TO SERVE AS DIRECTORS AND THE RESPECTIVE TERMS OF EACH DIRECTOR. |
| FORM 990, PART VI, LINE 7B | DECISIONS SUBJECT TO APPROVAL. ORLANDO HEALTH, INC. MUST APPROVE DECISIONS ON BUSINESS MATTERS. THE FOUNDATION BOARD MAY SUGGEST ADDITIONS OR REMOVAL OF DIRECTORS OR OTHER BUSINESS, BUT THE ORLANDO HEALTH, INC. BOARD MUST APPROVE. |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990. THE CFO AND THE FINANCE DEPARTMENT REVIEWED THE FORM 990 AND ANY REQUIRED CHANGES WERE MADE TO THE FORM 990. THE FINAL FORM 990 WAS THEN PROVIDED TO ALL MEMBERS OF THE BOARD TO REVIEW. ANY QUESTIONS ABOUT THE CONTENT WERE ANSWERED AND ANY CHANGES REQUIRED OF THE REVIEW WERE MADE. |
| FORM 990, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT. THE PARENT ORGANIZATION, ORLANDO HEALTH, INC., HAS A DEDICATED COMPLIANCE DEPARTMENT WITH AN ANONYMOUS HOTLINE FOR REPORTING. THE COMPLIANCE DEPARTMENT PERFORMS INTERNAL AUDITS AND MONITORS ALL ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES FOR ALL RELATED ORGANIZATIONS. BOARD MEMBERS ROUTINELY ANNOUNCE CONFLICTS AT BOARD MEETINGS AND LEAVE THE ROOM FOR THE DISCUSSION AND THE VOTE. |
| FORM 990, PART VI, LINE 15A | OFFICES AND POSITIONS FOR WHICH COMPENSATION PROCESS WAS USED. ALL COMPENSATION IS PAID BY PARENT, ORLANDO HEALTH, INC., WHICH HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT REPORTS TO THE ORLANDO HEALTH BOARD OF DIRECTORS AND UTILIZES THE GUIDELINES CONSISTENT WITH THE IRS GUIDELINES ON INDEPENDENT ANALYSIS AND DOCUMENTATION OF COMPENSATION. THE PROCESS, WHICH IS USED FOR THE PRESIDENT, ALL OFFICERS, EXECUTIVE DIRECTORS AND DIRECTORS, AND WAS IMPLEMENTED PRIOR TO 10/01/2006, WAS UNDERTAKEN FOR THE CURRENT YEAR. |
| Form 990, Part VI, Line 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC. THESE ITEMS ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS. REQUESTS CAN BE MADE IN PERSON AT FOUNDATION BUSINESS OFFICE OR BY CALLING OFFICE AT 407-841-5194. |
| fundraising expenses provided by orlando health, inc. | NOT RECORDED ON FORM 990, PART IX OTHER SALARIES & WAGES $ 4,051,088 PENSION PLAN CONTRIBUTIONS $ 15,688 OTHER EMPLOYEE BENEFITS $ 670,556 PAYROLL TAXES $ 245,397 PROFESSIONAL FUNDRAISING SERVICES $ 31,842 OTHER FEES $ 130,307 ADVERTISING & PROMOTION $ 71,825 OFFICE EXPENSES $ 493,305 INFORMATION TECHNOLOGY $ 233,875 OCCUPANCY $ 498,856 TRAVEL $ 197,548 CONFERENCES, CONVENTIONS & MEETINGS $ 51,048 DEPRECIATION, DEPLETION & AMORTIZATION $ 5,021 OTHER EXPENSES $ 228,481 ============ TOTAL REPORTED ON 990 $ 6,924,837 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ORLANDO HEALTH INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 591726273 | HEALTHCARE | FL | 501(c)(3) | 3 | NA | false |
| ORLANDO HEALTH PHYSICIAN GROUP INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593259553 | PHY SUPRT SRV | FL | 501(c)(3) | 12a | OHI | Yes (true) |
| ORLANDO HEALTH CENTRAL INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 800764192 | HEALTHCARE | FL | 501(c)(3) | 3 | OHI | Yes (true) |
| ORLANDO CANCER CENTER INC | ||||||||||
| 1400 S ORANGE AVENUE | ORLANDO | FL | 32806 | 593005020 | CANCER CENTER | FL | 501(c)(3) | 12a | OHI | Yes (true) |
| ORLANDO PHYSICIANS NETWORK INC | ||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 593110868 | SUPPORT OH | FL | 501(c)(3) | 12a | OHI | Yes (true) |
| WEST ORANGE HEALTHCARE INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 34761 | 593269402 | SUPPORT OHC | FL | 501(c)(3) | 12a | OHC | Yes (true) |
| HEALTH CENTRAL FOUNDATION INC | ||||||||||
| 10000 W COLONIAL DRIVE | OCOEE | FL | 32806 | 592091206 | SUPPORT OHC | FL | 501(c)(3) | 7 | OHF | Yes (true) |
| GREATER ORLANDO CHILDREN'S MIRACLE NETWO | ||||||||||
| 3160 SOUTHGATE COMMERCE BLVD | ORLANDO | FL | 32806 | 593452974 | SUPPORT OHF | FL | 501(c)(3) | 7 | OHF | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLThCR PRCH ALLLLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 KUHL AV | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454843489 | EIN |
| Primary Activities | GROUP PRCHSNG | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHNET SERVICES INC & SUBS | ||||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 592246203 | MEDICAL SVCS | FL | OHI | C Corp | $0 | $0 | 0.00000 | Yes (true) | ||||
| ORANGE INDEMNITY LTD | ||||||||||||||||
| 980516252 | CAPTIVE INS | OHI | C Corp | $0 | $0 | 0.00000 | Yes (true) | PO BOX 1159 | KY | CJ | CJ | |||||
| COMMUNITY HEALTH OF FLORIDA INC | ||||||||||||||||
| 1414 KUHL AVENUE | ORLANDO | FL | 32806 | 463171911 | INSURANCE LIC | FL | OHI | C Corp | $0 | $0 | 0.00000 | Yes (true) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ORLANDO HEALTH INC | ||
| b | $7,203,502 | FMV |
| ORLANDO HEALTH INC | ||
| n | $1,942,107 | FMV |
| ORLANDO HEALTH INC | ||
| o | $5,033,257 | FMV |
| ORLANDO HEALTH INC | ||
| p | $1,112,757 | FMV |
| GREATER ORLANDO CHILDREN'S MIRACLE NETWORK | ||
| c | $1,565,502 | FMV |
| ORLANDO HEALTH INC | ||
| c | $100,000 | FMV |
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